Amazon (AMZN.O) Chief Executive Andy Jassy said AWS cloud computing capacity is essentially sold out through the end of 2027, with a substantial backlog of orders extending into 2028 as AI infrastructure demand rises. He said Amazon is working to scale supply to meet demand from AI labs and enterprise customers.

2026-10-24

Amazon (AMZN.O) Chief Executive Andy Jassy said AWS cloud computing capacity is essentially sold out through the end of 2027, with a substantial backlog of orders extending into 2028 as AI infrastructure demand rises. He said Amazon is working to scale supply to meet demand from AI labs and enterprise customers.